Souders Financial Advisors Purchases and Sells in Q1 2025

Souders Financial Advisors

$641 Million
Q1 2025

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	227K + 23.06%	$34.95 - $37.36 $7.92M - $8.46M	1.21M $43.1M
VTV	33.5K + 81.14%	$167.73 - $179.21 $5.61M - $6M	74.7K $12.9M
CGXU	209K + 43.55%	$24.48 - $26.59 $5.11M - $5.55M	688K $16.9M
FBND	103K + 29.19%	$44.41 - $45.98 $4.59M - $4.75M	457K $20.9M
CGCP	182K + 7.29%	$21.94 - $22.64 $4M - $4.12M	2.68M $60.1M
VXUS	36.3K + 7.49%	$58.01 - $64.46 $2.1M - $2.34M	520K $32.3M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	78K New	$57.21 - $65.8 $4.46M - $5.13M	78K $4.55M
BSCU	186K New	$16.2 - $16.64 $3.01M - $3.09M	186K $3.08M
AEM	4.96K New	$79.66 - $108.41 $395K - $538K	4.96K $537K
MDLZ	6.85K New	$56.12 - $68.15 $385K - $467K	6.85K $465K
WELL	2.1K New	$124.05 - $156.86 $260K - $329K	2.1K $321K
GILD	2.71K New	$89.14 - $117.41 $242K - $319K	2.71K $303K

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHA	-355K - 84.16%	$23.16 - $27.04 $8.21M - $9.59M	66.7K $1.56M
VOO	-5.97K - 6.14%	$507.05 - $563.67 $3.03M - $3.36M	91.3K $46.9M
AVGO	-8.1K - 21.67%	$167.43 - $244.7 $1.36M - $1.98M	29.3K $4.9M
IJR	-31.4K - 82.64%	$102.49 - $119.96 $3.22M - $3.77M	6.6K $689K
AGG	-31.8K - 14.08%	$95.85 - $99.25 $3.05M - $3.15M	194K $19.2M
BSCP	-126K - 61.64%	$20.64 - $20.73 $2.59M - $2.61M	78.2K $1.62M

Activity Summary All Purchases 92 New Holdings 20 Increased Positions 72 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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